ECAM

East Coast Asset Management Portfolio holdings

AUM $301M
1-Year Est. Return 32.49%
This Quarter Est. Return
1 Year Est. Return
+32.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$227M
AUM Growth
+$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$2.56M
3
+$211K
4
WMT icon
Walmart
WMT
+$205K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$125K

Top Sells

1
+$2.23M
2
+$127K
3
+$119K
4
META icon
Meta Platforms (Facebook)
META
+$102K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$87.1K

Sector Composition

1 Communication Services 28.7%
2 Industrials 22.89%
3 Financials 22.48%
4 Technology 6.55%
5 Materials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.73%
7,448
-13
27
$1.34M 0.59%
17,400
+151
28
$1.18M 0.52%
10,315
-180
29
$1.18M 0.52%
5,978
+39
30
$1.13M 0.5%
7,271
31
$1.12M 0.49%
8,331
-37
32
$929K 0.41%
4,159
33
$902K 0.4%
23,806
-407
34
$660K 0.29%
1,397
35
$647K 0.29%
6,240
-120
36
$588K 0.26%
4,013
37
$551K 0.24%
3,707
38
$538K 0.24%
2,879
39
$500K 0.22%
1,297
40
$471K 0.21%
1,950
41
$463K 0.2%
4,726
+4
42
$459K 0.2%
2,575
43
$454K 0.2%
2,220
-115
44
$449K 0.2%
7,191
45
$440K 0.19%
2,415
46
$420K 0.19%
1,552
47
$394K 0.17%
1,334
48
$393K 0.17%
9,624
+5
49
$373K 0.16%
4,471
50
$372K 0.16%
20,452
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